BFEC
Benjamin F. Edwards & Company’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.3M | Buy |
229,844
+9,440
| +4% | +$668K | 0.29% | 104 |
|
|
2024
Q1 | $14.1M | Buy |
220,404
+13,539
| +7% | +$865K | 0.26% | 109 |
|
|
2023
Q4 | $12.6M | Buy |
206,865
+19,045
| +10% | +$1.16M | 0.25% | 111 |
|
|
2023
Q3 | $10.8M | Buy |
187,820
+4,785
| +3% | +$274K | 0.41% | 56 |
|
|
2023
Q2 | $13.6M | Buy |
183,035
+2,823
| +2% | +$209K | 0.52% | 41 |
|
|
2023
Q1 | $13.9M | Buy |
180,212
+295
| +0.2% | +$22.7K | 0.58% | 31 |
|
|
2022
Q4 | $15M | Sell |
179,917
-26
| -0% | -$2.17K | 0.68% | 26 |
|
|
2022
Q3 | $14.1M | Sell |
179,943
-10,439
| -5% | -$819K | 0.71% | 28 |
|
|
2022
Q2 | $14.7M | Buy |
190,382
+10,761
| +6% | +$834K | 0.71% | 26 |
|
|
2022
Q1 | $15.2M | Sell |
179,621
-1,329
| -0.7% | -$113K | 0.68% | 28 |
|
|
2021
Q4 | $16.9M | Buy |
180,950
+4,716
| +3% | +$440K | 0.75% | 24 |
|
|
2021
Q3 | $13.8M | Buy |
176,234
+533
| +0.3% | +$41.9K | 0.7% | 27 |
|
|
2021
Q2 | $12.9M | Buy |
175,701
+2,517
| +1% | +$184K | 0.66% | 28 |
|
|
2021
Q1 | $13.1M | Sell |
173,184
-2,092
| -1% | -$158K | 0.71% | 25 |
|
|
2020
Q4 | $13.5M | Buy |
175,276
+136,208
| +349% | +$10.5M | 0.8% | 20 |
|
|
2020
Q3 | $10.8M | Buy |
39,068
+328
| +0.8% | +$91K | 0.73% | 25 |
|
|
2020
Q2 | $9.3M | Sell |
38,740
-532
| -1% | -$128K | 0.68% | 30 |
|
|
2020
Q1 | $9.45M | Sell |
39,272
-1,389
| -3% | -$334K | 0.81% | 21 |
|
|
2019
Q4 | $9.85M | Buy |
40,661
+339
| +0.8% | +$82.1K | 0.69% | 26 |
|
|
2019
Q3 | $9.4M | Sell |
40,322
-217
| -0.5% | -$50.6K | 0.73% | 23 |
|
|
2019
Q2 | $8.31M | Sell |
40,539
-867
| -2% | -$178K | 0.7% | 25 |
|
|
2019
Q1 | $8.01M | Buy |
41,406
+314
| +0.8% | +$60.7K | 0.73% | 23 |
|
|
2018
Q4 | $7.14M | Buy |
41,092
+8,351
| +26% | +$1.45M | 0.74% | 27 |
|
|
2018
Q3 | $5.49M | Buy |
32,741
+264
| +0.8% | +$44.2K | 0.52% | 43 |
|
|
2018
Q2 | $5.43M | Sell |
32,477
-125
| -0.4% | -$20.9K | 0.53% | 41 |
|
|
2018
Q1 | $5.33M | Sell |
32,602
-88
| -0.3% | -$14.4K | 0.54% | 36 |
|
|
2017
Q4 | $5.11M | Buy |
32,690
+685
| +2% | +$107K | 0.53% | 38 |
|
|
2017
Q3 | $4.69M | Buy |
32,005
+2,683
| +9% | +$393K | 0.56% | 37 |
|
|
2017
Q2 | $4.11M | Sell |
29,322
-864
| -3% | -$121K | 0.54% | 43 |
|
|
2017
Q1 | $3.88M | Sell |
30,186
-117
| -0.4% | -$15K | 0.57% | 37 |
|
|
2016
Q4 | $3.62M | Sell |
30,303
-465
| -2% | -$55.5K | 0.59% | 37 |
|
|
2016
Q3 | $3.76M | Sell |
30,768
-79
| -0.3% | -$9.66K | 0.67% | 36 |
|
|
2016
Q2 | $4.02M | Sell |
30,847
-95
| -0.3% | -$12.4K | 0.78% | 27 |
|
|
2016
Q1 | $3.66M | Buy |
30,942
+150
| +0.5% | +$17.8K | 0.76% | 33 |
|
|
2015
Q4 | $3.2M | Buy |
30,792
+532
| +2% | +$55.3K | 0.69% | 35 |
|
|
2015
Q3 | $2.95M | Sell |
30,260
-148
| -0.5% | -$14.4K | 0.65% | 39 |
|
|
2015
Q2 | $2.98M | Buy |
30,408
+502
| +2% | +$49.2K | 0.59% | 39 |
|
|
2015
Q1 | $3.11M | Buy |
29,906
+3,614
| +14% | +$376K | 0.65% | 38 |
|
|
2014
Q4 | $2.8M | Buy |
26,292
+1,616
| +7% | +$172K | 0.65% | 33 |
|
|
2014
Q3 | $2.32M | Sell |
24,676
-409
| -2% | -$38.4K | 0.58% | 41 |
|
|
2014
Q2 | $2.57M | Hold |
25,085
| – | – | 0.65% | 33 |
|
|
2014
Q1 | $2.4M | Buy |
25,085
+440
| +2% | +$42.1K | 0.66% | 32 |
|
|
2013
Q4 | $2.11M | Buy |
24,645
+488
| +2% | +$41.8K | 0.71% | 34 |
|
|
2013
Q3 | $1.94M | Sell |
24,157
-966
| -4% | -$77.4K | 0.72% | 34 |
|
|
2013
Q2 | $2.05M | Buy |
+25,123
| New | +$2.05M | 0.82% | 26 |
|